All things STOCKS

#16,627
#16,627
Granola said:
Just started a position in MSTR. Anyone else have it?
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Not recently. I’ve thought that it had gotten too pricey relative to BTC. So I’ve switched to following BITX. But I missed the BTC run up so I’m on the sidelines waiting. It might be a while before BTC/MSTR/BITX get close to their recent lows.

I want more crypto exposure so I might need to begin averaging in to something. HOOD has pulled back slightly after a big run up so that might be a way to participate. But I have as much of that stock as I care to own right now and don’t want to buy more. Maybe COIN would work.
 
#16,632
#16,632
Seems like an overreaction on Target...TGT.

Under the current administration, common Jane can't afford to shop at Target. With new government folks incoming, that gets inflation under control and the upper end Walmart crowd returns to higher quality of Target.

Am I wrong?

Unsure how tariffs factors into that mix.
 
#16,634
#16,634
Jax_Vol said:
Seems like an overreaction on Target...TGT.

Under the current administration, common Jane can't afford to shop at Target. With new government folks incoming, that gets inflation under control and the upper end Walmart crowd returns to higher quality of Target.

Am I wrong?

Unsure how tariffs factors into that mix.
Click to expand...

Feels like overreaction but they have some operational issues they need to sort through....

Might not be bad long term entry spot
 
#16,638
#16,638
Jax_Vol said:
Seems like an overreaction on Target...TGT.

Under the current administration, common Jane can't afford to shop at Target. With new government folks incoming, that gets inflation under control and the upper end Walmart crowd returns to higher quality of Target.

Am I wrong?

Unsure how tariffs factors into that mix.
Click to expand...
My understanding is walmart gets a lot(70% + -) of merchandise from China. So a 60% tariff would be significant. I own WMT. TGT, I gave up on them a few years ago. But, it's unknown how much of that 60% the vendor would absorb without a sigmificant price increase.
Controlling inflation can be tough. OTOH, current rate of inflation is about 2.5%. Not perfect, but not that bad.
 
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#16,645
#16,645
bignewt said:
Lets see if we can do this without anybody going to jail. Got a stock you like or hate? Is making you bank or destroying your portfolio? Discuss!

Right now I am really digging Netflix right now and their Q1 number are released today.

Was thinking about snapchat but it seems to have settled in to its price.

Keep wishing I would have bought Amazon in 2008 after the crash!!!
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Referring back to this first post from 2017
 
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#16,647
#16,647
Jax_Vol said:
Seems like an overreaction on Target...TGT.

Under the current administration, common Jane can't afford to shop at Target. With new government folks incoming, that gets inflation under control and the upper end Walmart crowd returns to higher quality of Target.

Am I wrong?

Unsure how tariffs factors into that mix.
Click to expand...
I bought but I don’t mind holding that one for a while. That said I’ve got way more allocation into DG lately. Not pleased with the debt there and the tariffs could be an issue but it’s really cheap.
 
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#16,648
#16,648
DaddyChad said:
I bought but I don’t mind holding that one for a while. That said I’ve got way more allocation into DG lately. Not pleased with the debt there and the tariffs could be an issue but it’s really cheap.
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Within a year, I think TGT, DG, and Walmart are all thriving. Just can't see tariffs stopping cheap goods from Asia.

Thinking they may play a shell game of where the junk is made. Put big tariff on China, move manufacturing to Indonesia, etc. They can move the jobs faster than USA can make the tariffs imo.
 
#16,649
#16,649
Jax_Vol said:
Within a year, I think TGT, DG, and Walmart are all thriving. Just can't see tariffs stopping cheap goods from Asia.

Thinking they may play a shell game of where the junk is made. Put big tariff on China, move manufacturing to Indonesia, etc. They can move the jobs faster than USA can make the tariffs imo.
Click to expand...
Yeah I’m just going by what DG did last time Trump was in office. Plus I think even if I’m not right in the short term I will be right in the long term.
 
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